New York, Feb 16, 2026, 19:05 EST — Market closed.
- SPGI wrapped up Friday at $409.54, gaining 3.11%.
- U.S. stock markets are closed Monday for Presidents Day, set to resume trading on Tuesday.
- Attention now turns to whether the post-earnings downturn has run its course, as investors eye Fed minutes and inflation numbers slated for release this week.
S&P Global Inc finished Friday up 3.11% at $409.54. Moody’s picked up 2.73%, MSCI tacked on 1.13%. It was the last trading day ahead of the Presidents Day break; U.S. markets will be back open Tuesday. 1
The holiday lull is key here—SPGI remains a go-to proxy for how investors are pricing financial data, benchmarks, and credit ratings, especially with nerves running high. When the market opens Tuesday, we’ll find out if Friday’s buying actually sticks or if it was just traders tidying up before the long weekend.
Shares tumbled 9.7% on Feb. 10 after S&P Global put out a 2026 adjusted profit projection — $19.40 to $19.65 per share, a non-GAAP figure that excludes certain items — falling short of what analysts were looking for. Investors quickly focused on the risk that generative AI could eat into demand for expensive data and analytics products, potentially squeezing areas of the information-services industry. 2
S&P Global posted fourth-quarter revenue of $3.916 billion, rising 9%, with adjusted diluted EPS climbing 14% to $4.30. CEO Martina Cheung described it as a “strong quarter” across every division. The company stuck to its 2026 organic, constant-currency revenue growth target of 6% to 8%—a figure that ignores currency fluctuations—as well as its adjusted EPS range. Guidance under GAAP will follow the planned spin-off of the Mobility unit, still expected around mid-2026, according to previous statements. 3
Still, the rebound hasn’t resolved the core debate over the stock. Should debt issuance lose steam, ratings fees might stall in a hurry, and the market’s confidence in “data moats” could evaporate if AI tools begin to seem more like replacements than assistants.
Tuesday offers plenty to sift through for investors. On Wednesday, the Federal Reserve will release minutes from its January meeting. Then on Friday, two big data drops hit: the PCE price index, which the Fed leans on for inflation signals, and the first snapshot of fourth-quarter GDP. 4
The board at S&P Global signed off on a quarterly dividend of $0.97 per share—shareholders on record as of Feb. 25 are set to get paid on March 11. The company noted the planned Mobility separation factored into its call. 5
SPGI faces its first challenge next session—will it stick to those post-Friday levels once New York kicks back in on Tuesday? Wednesday brings the Fed minutes, which could jolt rates. Traders will be eyeing what that does to issuance and appetite for risk, just before Friday’s PCE and GDP data hit.
